If you can measure it, you can manage it.
Harmony, Understanding & Balance
Introducing the first platform for collaborative planning, operational efficiencies & benchmarking in the insurance industry.
AgencyKPI began after its founders identified a big problem in the insurance industry. Currently, there is no business intelligence platform designed to address and manage the overabundance of data produced by the fragmented, legacy systems found across Networks, Agencies, Carriers and Wholesalers.
Synchronizing & tuning the collective
Informing your entrepreneurial intuition
Stability & management of relationships
How we're different
The problem was hiding in plain sight. No business intelligence platform existed to address and manage the overabundance of data produced by the fragmented, legacy systems found across the insurance industry. So we set out to conquer it.
However, our approach is the opposite of what you find from most “insurtech” companies. In a refreshing approach, we do not believe that “disruption” is the way forward.
Instead, we fundamentally believe that with new software solutions from AgencyKPI, Networks, Carriers and Agencies will be empowered to deepen their relationships through mutual understanding, and by harmonizing and balancing their collective efforts.
Deep Institutional Knowledge & Data Science
To make our unifying vision a reality, AgencyKPI is orchestrating an unparalleled combination of experienced industry leaders along with exceptional data scientists, software developers and business strategists.
Plus, our aim in integrating with the leading technology providers in the insurance industry is to leverage all of our collective, deep institutional knowledge and enable truly actionable data through the development of new reporting and data standards.
With new, actionable data made possible by AgencyKPI, Networks, Independent Agencies and Carriers will find new approaches — and beneficial results — from Collaborative Planning, Operational Efficiencies, Benchmarking and Reporting.
Core value domains addressed
Over 6 Billion in written premium on our platform
What our Partners have to say
“AgencyKPI has changed our decision-making processes. We now have a level of operational efficiency and accuracy we simply never had before when we generated reports from a disjointed assortment of spreadsheets, PDFs and other custom reports. With AgencyKPI, we now have a faster way to get information, an easier ability to understand it, and then actually do something with it in a more efficient manner”
—A.J. Lovitt, CEO of Combined Agents of America
“The opportunity to better understand how we are performing with our carrier partners enables more meaningful dialog about how we can achieve our goals at a network and agency level,”
—Tiffany Bertonlini, Vice President of Pacific Interstate Insurance Brokers
5000 Plaza on the Lake, Suite 195
Austin, Texas 78746